Experienced Financial Advisor - New York City Metropolitan Area

This is a full-time hybrid role for an Financial Advisor/Planner, Securities Broker located in anywhere in country though our home office is in greater New York. · ...

We are partnering with a growing financial institution to hire a Senior Private Wealth Advisor to support and expand an affluent client base through a relationship-led, · planning-focused advisory model. · Serve as the primary advisor for an affluent client base (generally $3–20M ...

We are seeking an experienced Senior Financial Advisor to lead client relationships, deliver holistic financial planning and investment advice. · ...

This is a full-time hybrid position for a Stock Broker based in the New York City Metropolitan Area. · ...

Join a fast-growing Broker-Dealer with over $100 billion in AUM and help high-quality advisors reach their full potential in a team-friendly environment. · Transition bonus available based on experience and trailing 12* · ...

Wealth Managers to join their elite team with over $100 billion in assets under management and a proven track record spanning four decades, this is a rare opportunity to elevate your career with an industry leader. · ...

This is a full-time, on-site role for a Wealth Management Advisor based in the New York City Metropolitan & Connecticut Area. The Wealth Management Advisor will provide personalized financial and retirement planning. · ...

We value diversity and inclusivity. · Nurture client relationships through networking events. · ...

This position involves providing service to financial advisors in the Enterprise RIA, bank trust, and multifamily office channels throughout the country. The primary responsibilities include supporting Enterprise Consultants in developing new business, maintaining existing relati ...

We are looking for a business development representative to help grow the business through outbound lead gen and following up on both warm and cold inbounds · We work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-lea ...

This is a unique client-facing role with a defined path to becoming a Wealth Advisor within an established growth-oriented RIA in the New York City area. · ...

We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. · ...

We are partnered with a Financial Services firm seeking a Tax Associate to support the broader tax function across compliance, provision, and reporting. · ...

+The Director of Salesforce Transformation will lead the strategic modernization and ongoing evolution of the Salesforce platform across the Wealth Management organization. · +10+ years of experience in Salesforce, CRM, or enterprise platform leadership roles · Strong experience ...

We are growing and seeking a Compliance Associate who wants meaningful client exposure, accelerated learning, and a defined path for advancement. · ...

We are working with a private, growth-stage financial services company to hire a Director of Sales to lead its B2B revenue function. · ...

+ Fund Controller · Job summary: Our client is an established investment advisor seeking an experienced Fund Controller to join its growing team. · + Qualifications & Experience 10+ years of progressive fund accounting experience · Prior experience at a fund administrator or in ...

A growing private wealth management firm is seeking a Vice President of Marketing & Client Communications to lead firmwide marketing, branding, and communications efforts. · ...

Rose & Company is a leading independent capital markets advisory firm seeking a senior communications advisor for global mining and materials clients. · 5+ years in corporate communications or investor relations. · ...

Wealth Management Platforms manages industry-leading platforms, across all WM channels and client segments, · to provide a unified digital experience, unlock growth, · and deliver efficiencies for Advisors, · Clients, and Institutions. The Field Experience & Platforms Team is res ...